Paul Valdes
Regional Director

As a Beacon Pointe Regional Director, Paul coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Tri-State and New England areas.  With over twenty-five years of industry experience, Paul has worked in various wealth management and financial advisory roles at firms that include Nuveen Investments, Principal Financial Group, Pacific Life and Evergreen Investments.  Paul earned his Bachelor of Science degree in Business Administration at Fordham University.  He currently resides in Westchester County, NY with his wife and three children.

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